EPR Properties Ownership
| EPR Stock | USD 51.33 0.52 1.00% |
Shares in Circulation | First Issued 1998-03-31 | Previous Quarter 76.1 M | Current Value 76.2 M | Avarage Shares Outstanding 45.4 M | Quarterly Volatility 23.6 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
EPR |
EPR Stock Ownership Analysis
About 72.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 1.7. Some equities with similar Price to Book (P/B) outperform the market in the long run. EPR Properties has Price/Earnings To Growth (PEG) ratio of 2.93. The entity last dividend was issued on the 31st of March 2025. EPR Properties is a leading experiential net lease real estate investment trust , specializing in select enduring experiential properties in the real estate industry. We believe our focused approach provides a competitive advantage and the potential for stable and attractive returns. Entertainment Properties operates under REITSpecialty classification in the United States and is traded on New York Stock Exchange. It employs 53 people. To learn more about EPR Properties call Gregory Silvers at 816 472 1700 or check out https://www.eprkc.com.Besides selling stocks to institutional investors, EPR Properties also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different EPR Properties' stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align EPR Properties' strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
EPR Properties Quarterly Liabilities And Stockholders Equity |
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EPR Properties Insider Trades History
Roughly 2.0% of EPR Properties are currently held by insiders. Unlike EPR Properties' institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against EPR Properties' private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of EPR Properties' insider trades
EPR Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as EPR Properties is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading EPR Properties backward and forwards among themselves. EPR Properties' institutional investor refers to the entity that pools money to purchase EPR Properties' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Norges Bank | 2024-12-31 | 929.3 K | Aqr Capital Management Llc | 2024-12-31 | 864.5 K | Northern Trust Corp | 2024-12-31 | 844.9 K | Ubs Group Ag | 2024-12-31 | 827 K | Sycale Advisors (ny) Llc | 2024-12-31 | 719.8 K | Jpmorgan Chase & Co | 2024-12-31 | 685.5 K | Morgan Stanley - Brokerage Accounts | 2024-12-31 | 637.7 K | Amvescap Plc. | 2024-12-31 | 615 K | Millennium Management Llc | 2024-12-31 | 579 K | Vanguard Group Inc | 2024-12-31 | 11.2 M | Blackrock Inc | 2024-12-31 | 10.7 M |
EPR Properties Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific EPR Properties insiders, such as employees or executives, is commonly permitted as long as it does not rely on EPR Properties' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases EPR Properties insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
EPR Properties Outstanding Bonds
EPR Properties issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. EPR Properties uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most EPR bonds can be classified according to their maturity, which is the date when EPR Properties has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| EPR PPTYS 45 Corp BondUS26884UAB52 | View | |
| US26882PBE16 Corp BondUS26882PBE16 | View | |
| US26882PAR38 Corp BondUS26882PAR38 | View | |
| EPR 36 15 NOV 31 Corp BondUS26884UAG40 | View | |
| EPR PPTYS 495 Corp BondUS26884UAE91 | View | |
| EPR PPTYS 375 Corp BondUS26884UAF66 | View | |
| EPR PPTYS 475 Corp BondUS26884UAC36 | View | |
| EPR PPTYS 45 Corp BondUS26884UAD19 | View |
EPR Properties Corporate Filings
F4 | 18th of March 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
10K | 27th of February 2025 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
8K | 26th of February 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 14th of February 2025 Other Reports | ViewVerify |
Pair Trading with EPR Properties
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if EPR Properties position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in EPR Properties will appreciate offsetting losses from the drop in the long position's value.Moving together with EPR Stock
Moving against EPR Stock
| 0.9 | PK | Park Hotels Resorts | PairCorr |
| 0.88 | ESBA | Empire State Realty | PairCorr |
| 0.88 | WHLR | Wheeler Real Estate | PairCorr |
| 0.85 | AAT | American Assets Trust | PairCorr |
| 0.84 | ESRT | Empire State Realty | PairCorr |
The ability to find closely correlated positions to EPR Properties could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace EPR Properties when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back EPR Properties - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling EPR Properties to buy it.
The correlation of EPR Properties is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as EPR Properties moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if EPR Properties moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for EPR Properties can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Additional Tools for EPR Stock Analysis
When running EPR Properties' price analysis, check to measure EPR Properties' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy EPR Properties is operating at the current time. Most of EPR Properties' value examination focuses on studying past and present price action to predict the probability of EPR Properties' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move EPR Properties' price. Additionally, you may evaluate how the addition of EPR Properties to your portfolios can decrease your overall portfolio volatility.